Branch Manager manages a retail banking branch office that develops and grows customer relationships, promotes products and services, and delivers efficient operations. Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities. Being a Branch Manager schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards. Additionally, Branch Manager is accountable for financial, operational, and customer satisfaction goals for the branch. Resolves escalated customer or operations issues. Coordinates with other bank teams to promote products and represent the bank in the community. May require a bachelor's degree. Typically reports to a group or regional branch manager. The Branch Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Retail Branch Trainer ensures maximum effectiveness of sales and service goals by developing, implementing, and conducting branch training programs. Researches new training methods and determines feasibility of use. Being a Retail Branch Trainer evaluates and enhances training programs to maximize revenue goals and enhance staff development. Conducts training on- and off-site to both general employee groups and management groups. Additionally, Retail Branch Trainer typically requires a bachelor's degree. Typically reports to a supervisor or manager. To be a Retail Branch Trainer typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.
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The Retail Branch Staff Trainer researches new training methods and determines feasibility of use. Ensures maximum effectiveness of sales and service goals by developing, implementing, and conducting branch training programs. Being a Retail Branch Staff Trainer conducts training on- and off-site to both general employee groups and management groups. Evaluates and enhances training programs to maximize revenue goals and enhance staff development. In addition, Retail Branch Staff Trainer typically requires a bachelor's degree. Typically reports to a supervisor or manager. Working as a Retail Branch Staff Trainer typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.
Assistant Branch Manager I assists the branch manager in the daily operations of a retail banking branch office. Performs routine branch opening, closing, customer service, and other operational tasks and activities. Being an Assistant Branch Manager I assumes responsibility for the supervision of the branch office during the manager's absence. Assists in training and managing branch staff. Additionally, Assistant Branch Manager I ensures that branch operations follow all company policies and procedures. Maintains the required security, operational, and service quality standards. Usually has completed a bank management training program. May require an associate degree. Typically reports to a branch manager. The Assistant Branch Manager I supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. To be an Assistant Branch Manager I typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.